easybill + SmartBill Integration
Integrate easybill to SmartBill in one click, or tell Integrately AI how you want each document handled. Generate invoices, collect payments, email documents, and keep your accounting synchronized automatically.
Free forever.Use premium features free for 14 days.1.
Document is completed in easybill Instant- Document is created in easybill Instant
- Document is updated in easybill Instant
- Document is deleted in easybill Instant
- Payment record is created in easybill Instant
- Payment record is deleted in easybill Instant
- Invoice item is deleted in easybill Instant
- Invoice item is created in easybill Instant
- Invoice item is updated in easybill Instant
- Contact is created in easybill Instant
- Contact is updated in easybill Instant
- Contact is deleted in easybill Instant
- Customer is created in easybill Instant
- Customer is updated in easybill Instant
- Customer is deleted in easybill Instant
2.
- Create Customer in easybill
- Search Customers in easybill
- Delete Customer in easybill
- Create customer group in easybill
- Update customer in easybill
- Create document in easybill
- Create invoice item group in easybill
- Create invoice item in easybill
- Delete document in easybill
- Complete document in easybill
- Cancel document in easybill
- Create payment for document in easybill
- Delete payment in easybill
- Search payment record in easybill
- Update document in easybill
- Create contact in easybill
- Create task in easybill
- Search document in easybill
- Create project in easybill
- Send document in easybill
Get invoice PDF in SmartBill- Create proforma in SmartBill
- Create payment collection in SmartBill
- Send document by email in SmartBill
- Create invoice in SmartBill
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Ready Workflows for easybill + SmartBill Integration
Create invoices, send payment collections, email documents, and keep your accounting updated, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your easybill + SmartBill flow
Extend your financial automation by connecting team communication, CRM records, and tracking tools to your core invoicing stack. Pick a combination and activate it in one click.
+
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) +
Trello (3)
Trello (3) E
S
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Create an invoice in SmartBill when an easybill document is created, and create a customer in Stripe.
New easybill documents generate SmartBill invoices and Stripe customer profiles instantly. No manual data entry, no mismatched accounts.
E
S
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When a payment record is created in easybill, update SmartBill and create a payment link in Stripe.
Payment records in easybill update your SmartBill accounts and trigger a new Stripe payment link automatically.
E
S
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Use Claude to review easybill document details, create a SmartBill invoice, and record the customer in Stripe.
Claude analyses easybill documents before generating SmartBill invoices and Stripe customer records.
Supported triggers and actions for easybill and SmartBill
Mix and match to build the exact automation you need
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
Try it → Instant
Document is created in easybill
Triggers the automation when a new document is created
Try it → Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
Try it → Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
Try it → Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
Try it → Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
Try it → Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
Try it → Instant
Contact is created in easybill
Triggers the automation when a new contact is created
Try it → Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Customer is created in easybill
Triggers the automation when a new customer is created
Try it → Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
Try it → SmartBill Triggers & Actions
What can you automate with easybill + SmartBill?
Streamline your financial workflow by connecting document creation, payment collection, and accounting records across platforms.
🧾
Create SmartBill invoices from easybill documents automatically
Generate matching invoices in SmartBill the moment a new document is created in easybill. Eliminate duplicate data entry and keep your accounting ledger accurate.
📦
Capture every line item and customer detail
Transfer comprehensive line items, customer information, and document totals directly into SmartBill. Ensure your financial reports reflect exact order details.
🔔
Alert your team instantly when documents complete
Send notifications to your finance or operations channel the moment an easybill document is completed or paid. Keep stakeholders informed without manual check-ins.
🔀
Route documents based on total value or currency
Set up conditional rules to handle documents differently based on submitted criteria. Direct high-value invoices to specific approval workflows or secondary ledgers.
🔄
Keep SmartBill records updated when documents change
Synchronise updates made to existing easybill documents directly into SmartBill. Maintain consistent records across your entire administrative stack.
👥
Match existing customers and update records seamlessly
Search existing customer profiles before creating new entries in SmartBill. Prevent duplicate contacts and keep client history consolidated.
💳
Manage payments, cancellations, and refunds across platforms
Trigger payment collections and cancellations in SmartBill whenever payment records or document statuses update in easybill. Keep financial states aligned.
🌐
Send payment confirmations or sync data with external tools
Extend your automated workflow by sending confirmation emails via Gmail or logging transaction summaries in Google Sheets right after billing completes.
And much more...
Who is easybill + SmartBill integration for?
Financial controllers, accountants, and operations teams looking to eliminate manual data transfer between invoicing and accounting software.
Financial controllers
Sales team leads
Project managers
Billing specialists
Operations directors
Compliance officers
📊
Financial controllers
You reconcile monthly revenue inside easybill, but manual entries leave your accounting ledger hours behind — automating both apps means your SmartBill accounts reflect every transaction instantly.
⚡
Sales team leads
You manage client orders in easybill, but delayed billing alerts leave you chasing overdue balances too late — with this integration, invoices generate the moment orders complete.
📋
Project managers
You track project milestones in easybill, but disconnected invoicing creates friction when clients request status updates — this integration means billing updates stay aligned with deliverables.
💼
Billing specialists
You process hundreds of recurring documents in easybill, but manual data entry causes recurring bottlenecks — connecting these apps means your payment collections run without manual intervention.
⚙️
Operations directors
You oversee client onboarding in easybill, but slow handoffs to accounting delay document issuance — automating both apps means your financial records update without friction.
🔍
Compliance officers
You audit financial records in easybill, but fragmented tracking leaves gaps in your compliance logs — this integration means every document creates an accurate audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate easybill + SmartBill
Build and manage your easybill + SmartBill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect easybill + SmartBill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect easybill + SmartBill Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect easybill to SmartBill?
You can connect easybill to SmartBill instantly using 1-click ready workflows on Integrately. Link your accounts, select a pre-built template, or ask Integrately AI to build custom multi-step automations with apps like Slack, HubSpot, and Google Sheets.
Can I generate SmartBill invoices automatically when an easybill document is completed?
Can I connect easybill, SmartBill, and Slack?
What is a good Zapier alternative for easybill and SmartBill?
How do easybill document updates sync with SmartBill?
How are payment records handled between easybill and SmartBill?
Do I need coding skills to automate easybill and SmartBill?
Is the easybill and SmartBill integration free?
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